Dan and Dave chat about inflation before pivoting to the SAG-AFTRA strike and the potential impact on the bottom line for streamers and other media channels.
If Joe Biden doesn't run, what does a Gavin Newsom candidacy mean for an election matchup---and the markets?
FOMO: the fear of missing out. Is that what's happening? And what might derail it?
Enthusiasm for AI is everywhere. " We could be on the precipice of another major move like we saw in 1999."
Powered by Nvidia. Not the chip, per se, but the company which reported blowout earnings last week. What's the potential? Who will be disrupted? Who might be left behind. Both Dan and Dave are excited about the possibilities.
Cash has some flash. Dave and Dan discuss alternatives to equities---while cautioning listeners why trying to time the market is a bad idea. Dan presses Dave on which EV he’d buy.
With the clock ticking to a mystery deadline, there are many issues. At the top, who will blink first in Washington, DC?
Imagine paying market interest rates on $33 trillion in debt. That's what the next president is facing---no matter who it is.
Another bank fails. Some say everything is fine. Dan doesn't think so. Plus, Dave learns "the secret of talk radio".
Major moves in media highlight Monday while the debate over the Debt Ceiling rages on.
On the eve of a potential settlement of the Fox/Dominion lawsuit, Dan and Dave talk about the Fed, the Economy, and what might happen with the debt limit.
As the Trump motorcade heads to the airport, Dan and Dave discuss the ramifications and potential angles involved in this historic event. With the debt ceiling approaching---is it time to bring the word ‘austerity’ to the discussion?
The banking system is in a tough patch. Dave Spano said the Fed was going to break SOMETHING. This is it.
How did odds of a 50 basis point hike go from 80% on Wednesday to 0% today?
ChatGPT stories are everywhere . Dan and Dave discuss the potential along with some pitfalls. Dave floats an interesting conspiracy theory about COVID .
More on the developing story of China potentially aiding Russia with weapons and the subsequent impact of the US-China trade relationship. Dave and Don discus potential storylines of the next presidential election. AI is a HOT topic. How will it impact certain industries and affect productivity.
It is difficult to manage money to what's called 'incident risk'. But is the answer to become less risky? Dave Spano and Dan O'Donnell discuss a series of geopolitical risks that have potential to stir the waters.
Dan and Dave chat about Rhianna's Super Bowl show, a couple of interesting commercials within the broadcast, and why China still matters despite sending balloons over North America.
Was Friday's stellar jobs report good---or not so good? Depends on who you ask. Plus, Dave hauls out a quote from The Godfather regarding news from the economy.
A huge couple weeks of earnings---our old nemesis 'interest rates--and a stare down over the debt limit. Dave and Dan have a lot to talk about this week.
Google announced that they were laying off 12,000 employees, another sign that a slowdown is imminent. Will layoffs of that magnitude make it to the Midwest? Dan O'Donnell and Annex Wealth Management's Dave Spano discuss.
The World Economic Forum is underway at Davos. Dan and Dave have some thoughts. Then, they REALLY get going on AI technology like ChatGPT and the potential it could create in certain industries.
On the brink of earnings season, are we about to see lower P/Es on actual multiples of 'real' earnings?
Buckle up. 2023 is going to be an interesting year. The odds of a soft landing are dropping, what might the Fed do if an actual recession is declared?
"No question. We're headed for a slowdown" says Dave Spano. In this week's episode, he and Dan O'Donnell review the actions of the Fed and how they have set up current market conditions---including a possible recession in 2023.
Janet Yellen's appearance on 60 Minutes signaled something quite different than what she used to say about inflation. Dave and Dan discuss. Will 2023 see a true recession? And could trying times in the market spill over into 2024?
Set the supply chain and Russia aside. The Fed misjudged the situation and is now working feverishly to avoid a recession.
Dave Spano and Dan O'Donnell chat about Bob Iger's return to Disney, the prospects of a soft landing, and why the blockchain continues to have promise even in light of the FTX debacle.
Dave and Dan weren't the only ones fooled by the polls last week. Moving on, what's next for the economy while dealing with divided government? Plus, Dan reports a Fyre Festival vibe from the FTX meltdown.
A day prior to the midterm election, Dan O’Donnell and Dave Spano survey the landscape, the potential ramifications, and what to watch for downstream in the markets.
